Ethereum is no longer playing second fiddle at least, not this month.
📈 ETH Surges 54% in 30 Days
Ethereum (ETH) has outperformed Bitcoin (BTC) by over 50% in monthly growth, soaring 54% in just four weeks, compared to Bitcoin’s more modest gains. This marks one of the strongest relative performances for ETH in years and has fueled speculation about a shifting balance of power between the two leading cryptocurrencies.
ETH now trades in the $4,300–$4,350 range its highest level since December 2021 while Bitcoin recently dipped below $118,000 after testing $122,000 earlier this week.
🏦 Institutional Flows and Spot ETFs Drive Demand
The surge in Ethereum’s value isn’t random. Analysts point to a combination of record-breaking inflows into spot ETH ETFs, increasing corporate treasury allocations, and a favorable shift in U.S. policy that allows crypto investments in 401(k) retirement accounts.
In July alone, over $1.1 billion flowed into Ethereum-based products, with BlackRock and Fidelity leading the charge. Some corporate reports have also revealed Ethereum holdings being added to company reserves similar to MicroStrategy’s aggressive Bitcoin strategy, but now with ETH as the asset of choice.
⚖️ Regulation Shifts the Playing Field
A key catalyst has been the recent passage of the GENIUS Act, which provides clearer guidelines for crypto ETFs and DeFi platforms. This regulatory clarity has made Ethereum more appealing to institutions that were previously hesitant due to compliance concerns.
🔮 What’s Next: Can ETH Maintain the Lead?
Despite this outperformance, analysts warn that Bitcoin remains the psychological and monetary anchor of the crypto market. But Ethereum’s lead in DeFi, NFTs, Layer-2 scalability, and institutional adoption positions it as a serious contender for long-term dominance especially if gas fee improvements continue.
Still, BTC loyalists argue that Ethereum’s volatility is higher, and any regulatory hiccup could quickly reverse its gains.
